Laurel Wealth Advisors (California)’s Liberty Media Series A FWONA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $316K | Hold |
6,177
| – | – | 0.03% | 491 |
|
|
2022
Q3 | $311K | Sell |
6,177
-3
| -0% | -$151 | 0.03% | 477 |
|
|
2022
Q2 | $343K | Sell |
6,180
-6
| -0.1% | -$333 | 0.04% | 456 |
|
|
2022
Q1 | $374K | Hold |
6,186
| – | – | 0.03% | 511 |
|
|
2021
Q4 | $351K | Buy |
6,186
+111
| +2% | +$6.3K | 0.03% | 567 |
|
|
2021
Q3 | $274K | Hold |
6,075
| – | – | 0.05% | 359 |
|
|
2021
Q2 | $248K | Sell |
6,075
-5
| -0.1% | -$204 | 0.03% | 447 |
|
|
2021
Q1 | $222K | Sell |
6,080
-1
| -0% | -$37 | 0.03% | 422 |
|
|
2020
Q4 | $221K | Buy |
+6,081
| New | +$221K | 0.03% | 404 |
|
|
2020
Q1 | – | Sell |
-6,812
| Closed | -$286K | – | 378 |
|
|
2019
Q4 | $286K | Sell |
6,812
-20
| -0.3% | -$840 | 0.05% | 346 |
|
|
2019
Q3 | $259K | Buy |
6,832
+3
| +0% | +$114 | 0.04% | 374 |
|
|
2019
Q2 | $234K | Hold |
6,829
| – | – | 0.05% | 348 |
|
|
2019
Q1 | $223K | Buy |
+6,829
| New | +$223K | 0.05% | 339 |
|
|
2018
Q4 | – | Sell |
-6,839
| Closed | -$232K | – | 361 |
|
|
2018
Q3 | $232K | Hold |
6,839
| – | – | 0.06% | 340 |
|
|
2018
Q2 | $231K | Buy |
+6,839
| New | +$231K | 0.06% | 330 |
|